# Ventura Transfer Company 401(k) Plan
Source: https://planprovider.pro/companies/ventura-transfer-company-401k-plan

> Ventura Transfer Company&#39;s 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ventura Transfer Company

- **Sponsor EIN:** 951332580

- **Sponsor Address:** 2418 EAST 223RD STREET, LONG BEACH, CA, 908101617

- **Plan Type:** 401(k)

- **Total Participants:** 80

- **Total Assets:** $12.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|80|$12.8M|$415,954|$546,415|

| 2023|94|$12.2M|$398,452|$545,465|

| 2022|90|$10.2M|$507,303|$423,648|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PENSION ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE, LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$55,391|$52,636|$2,755|—|—|

| 2023|$48,045|$44,815|$3,230|—|—|

| 2022|$49,053|$47,428|$1,625|—|—|

## Similar Plans

- [Ritchie Trucking Service Holdings, INC.](https://planprovider.pro/companies/ritchie-trucking-service-holdings-inc-401k-plan) — 80 participants

- [Ozark Trucking INC.](https://planprovider.pro/companies/ozark-trucking-inc-401k-plan) — 95 participants

- [Gr Trucking LLC](https://planprovider.pro/companies/gr-trucking-llc-401k-plan) — 65 participants

- [Central Valley Gmc D/B/A Affinity Truck Center](https://planprovider.pro/companies/central-valley-gmc-d-b-a-affinity-truck-center-401k-plan) — 102 participants

- [Alps Logistics (Usa), INC.](https://planprovider.pro/companies/alps-logistics-usa-inc-401k-plan) — 55 participants

- [Primary Family Corp.](https://planprovider.pro/companies/primary-freight-family-corp-plan) — 55 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ventura-transfer-company-401k-plan)

&copy; 2026 PlanProvider.Pro
